Enrolment instructions

» Click here for a PDF version of this document that you can download, print or view offline.

There are three steps to enrol your company and employees in a MEDdirect PHSP.

  1. Complete the Client Enrolment Form.

    When you submit this form, your employees will be emailed with a link to their account setup form.

    It is imperative that you advise all your employees to expect this email, and that they must respond to activate their account and use their benefits.

    Have them check their junk or spam folders if they haven't received it within 24 hours; if they still have not received it, please contact our office for assistance.

  2. Create your Plan Administrator account.

    When your account has been initialized, you will receive an email with a temporary username and password. When you log in to your Plan Administrator account for the first time, you will be prompted to select some preferences, and the account will be activated.

    Until the account is activated, your members will not be able to submit claims.

  3. Create Member accounts.

    Each member of your plan will be sent a link to another form containing their personal details, including dependent and contact information. When they submit the form, they will receive an email containing temporary login information. When they log in for the first time, they will be prompted to set some account preferences, and their account will be activated.

Client enrolment form

Section 1: Client information

Section 1 - Client information
  1. Enter your company name and business address.
  2. Select your business type. Different business types get different benefit options.
    • incorporated
    • unincorporated with employees
    • sole proprietorship
  3. If you are an incorporated business, choose your cycle start date. (If you are an unincorporated business, the insurance cycle is always Jan. 1 - Dec. 31.)
    At the end of the cycle, all your employees' benefits will be reset to their maximum value.
  4. Choose which services are eligible to be covered by the plan (dental, medical, prescription, vision).

Section 2: Plan Administrator information

Section 2 - Plan Administrator information

The plan administrator has access to information about the plan, members, claims, and invoices. Please complete all the fields in this section. Later, an email with the plan administrator's account activation link will be sent to the email address you provide.

If you are an incorporated business, complete section 3.
If you are an unincorporated business, proceed to section 4.

Section 3: Annual benefit maximums for incorporated businesses

Section 3 - Annual benefit maximums (incorporated businesses) You can set different benefit rates for different "classes", which you can define. For example:

Class Rate
Single $500
Family $1,000
Mgmt $2,000
Exec $5,000
You must define at least one class.

Section 4: Annual benefit maximums for unincorporated businesses

If you are an unincorporated business, you have two choices:

Section 4 - Annual benefit maximums (unincorporated businesses)


Dependent-based benefit maximums are calculated as follows:

Claimant Annual benefit
Member $1,500
Spouse $1,500
Each child under 18 $750
Each child over 18 (if full-time student) $1,500

Flat rate

Enter a dollar value. This will be each employee's maximum annual benefit.

Please note that benefit subclasses are not available to unincorporated businesses.

Section 5: Employee data
incorporated clients only

Section 5 - Employee data

For incorporated businesses, for each employee to be covered by the plan, you will need their full name and email address.

  1. Enter the employee's first and last name and email address. Be accurate as an important email will be sent to that address!
  2. Select the employee's benefits from the dropdown menu in the Annual Flat Rate column.
  3. Enter the employee's co-pay%. (This sets the employee's deductible. If you enter a value of 80%, the company will pay 80% of each claim, the employee paying the rest. If you enter nothing, the co-pay will be 100% and the employee's deductible will be 0.)
If you need more lines, click "Add Employee". If you accidentally start a new record you don't want, click "Remove Last Employee".

Section 6: Broker data

Section 6 - Broker data

If you know who your broker is, select him/her from the dropdown and enter his/her phone number. If you do not have a broker, select SABRE Healthdirect Inc. from the dropdown.

Section 7: Agreement

Section 3 - Annual benefit maximums (incorporated businesses)
  1. Read this section carefully.
  2. Enter the location and date. (I.e., Dated at: Toronto, Ontario on this third day of August, 2015)
  3. Sign in the signature box (using a stylus on your touch device, or your mouse on a non-touch device) and type your name in the box underneath. If there are any witnesses, have them sign as well.

Print and submit

Click "Print" if you wish to have a hard copy for your records, then click "Submit". If there are no errors or missing fields in the form you will receive a confirmation email, and our office will be alerted. When we receive the $150 setup fee, we will activate your account.

Plan Administrator account setup

When our office receives your fee, we will activate your Plan Administrator account. You will receive an email containing a link, and a temporary username and password.

When you log in using the supplied information, you will be prompted to create a new username and password, and a few other preferences.

Member setup and account activation

When you submit the Client Enrolment form, all the employees you listed will receive an email containing a unique link to the Member Enrolment form.

Section 1: Member information

Section 1 - Member information

Some fields will already have been filled and cannot be changed. (Members can edit their contact and personal information after their account is set up.) Complete all the others.

Section 2: Dependents

Section 2 - Dependents

If you have dependents (spouse, child under 18, or child over 18 in school) list them here. You can add more dependents later.


Sign, print, and submit

Sign and date the form, print it if you wish a copy for your records, and submit it.

Still having trouble?

If you need further assistance, please call us at

905-305-9900 (GTA)
1-800-314-3346 (outside the GTA)

or contact us here.